Skip to main content

Navigating the Adaptive Interface

A comprehensive guide to understanding and using Adaptive's dual navigation system with left sidebar and top bar for accessing all platform features and settings.

Updated over 3 weeks ago

Adaptive's interface features a dual navigation system with a left sidebar and top navigation bar that provide quick access to all platform features and settings.

1. Understanding the Navigation Layout

The Adaptive interface consists of two main navigation elements:

  • Left navigation bar - Contains primary feature access

  • Top navigation bar - Houses client switching and user tools

2. Using the Left Navigation Bar

The left navigation bar provides direct access to all primary features:

  • All items appear at the top level for single-click access

  • Work in Progress has its own dedicated tab

  • The navigation bar can be collapsed or expanded as needed

Important: When collapsed, the navigation bar remains in its collapsed state (sticky behavior) until manually expanded.

3. Switching Between Clients

To switch between clients:

  • Locate the client switcher in the top navigation bar

  • Click to select a different client from your available options

4. Accessing User Tools and Settings

All user tools are located in the top right corner of the interface:

  • Search - Access the search function (keyboard shortcut: Command K remains available)

  • Automations - Provides access to:

    • AI rules

    • Approvals

    • Setting

  • Support - Opens support resources

  • Notifications - View your notifications

  • Settings menu (rightmost icon) - Contains:

    • All platform settings

    • Sign out option

    • Referral link access

Did this answer your question?